Advocacy Wealth Management Services’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $31.9M | Sell |
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|
2022
Q3 | $34.4M | Buy |
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|
2022
Q2 | $32.2M | Buy |
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|
2022
Q1 | $35M | Buy |
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|
2021
Q4 | $24.5M | Buy |
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|
2021
Q3 | $21.3M | Buy |
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|
2021
Q2 | $20.5M | Buy |
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|
2021
Q1 | $18.3M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $154K | Sell |
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|
2017
Q3 | $158K | Hold |
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|
2017
Q2 | $157K | Hold |
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|
2017
Q1 | $155K | Hold |
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|
2016
Q4 | $150K | Hold |
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|
2016
Q3 | $143K | Sell |
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|
2016
Q2 | $158K | Hold |
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|
2016
Q1 | $151K | Sell |
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|
2015
Q4 | $160K | Buy |
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|
2013
Q3 | $22K | Hold |
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|
2013
Q2 | $21K | Buy |
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